Darsana Capital Partners LP — EQUIFAX INC EFX: Quarterly 13F Position History
Darsana Capital Partners LP has reported EQUIFAX INC (EFX) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 1,500,000 shares ($270.1M market value, 5.75% of the equity book). Quarter-over-quarter share count change: + 500,000 (+50.0%) .
- 1,500,000Shares Held (Latest Filing)
- $270.1MReported Market Value (Latest Filing)
- 5.75%Portfolio Weight (% of 13F Equity Book)
- +500,000Quarter-over-Quarter Share Change
- +$53.1MQuarter-over-Quarter Value Change
- 1,500,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,500,000 | +500,000 | +50.0% | $270.1M | 5.75% | $180.07 |
| Q4 2025 | 1,000,000 | 0 | — | $217.0M | 4.32% | $216.98 |
| Q3 2025 | 1,000,000 | 0 | — | $256.5M | 6.04% | $256.53 |
| Q2 2025 | 1,000,000 | 0 | — | $259.4M | 7.41% | $259.37 |
| Q1 2025 | 1,000,000 | — | — | $243.6M | 7.08% | $243.56 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darsana Capital Partners LP first disclose a EFX position in 13F-HR filings?
Darsana Capital Partners LP first reported EQUIFAX INC (EFX) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in EFX?
Between Q4 2025 and Q1 2026, Darsana Capital Partners LP added 500,000 shares of EFX (+50.0%), bringing the total reported position to 1,500,000 shares at a market value of $270.1M.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in EFX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.